Krilogy Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.51M | Sell |
4,268
-683
| -14% | -$258K | 0.04% | 315 |
|
|
2026
Q2 | $1.95M | Buy |
4,951
+240
| +5% | +$87.6K | 0.06% | 242 |
|
|
2026
Q1 | $1.64M | Buy |
4,711
+878
| +23% | +$292K | 0.05% | 247 |
|
|
2025
Q4 | $1.33M | Sell |
3,833
-116
| -3% | -$37.7K | 0.05% | 290 |
|
|
2025
Q3 | $1.29M | Buy |
+3,949
| New | +$1.19M | 0.05% | 277 |
|
|
2023
Q2 | – | Sell |
-2,388
| Closed | -$542K | – | 303 |
|
|
2023
Q1 | $542K | Sell |
2,388
-420
| -15% | -$96.1K | 0.05% | 251 |
|
|
2022
Q4 | $602K | Buy |
2,808
+2
| +0.1% | +$438 | 0.06% | 229 |
|
|
2022
Q3 | $580K | Buy |
2,806
+2
| +0.1% | +$450 | 0.07% | 183 |
|
|
2022
Q2 | $579K | Hold |
2,804
| – | – | 0.07% | 185 |
|
|
2022
Q1 | $717K | Sell |
2,804
-17
| -0.6% | -$4.35K | 0.07% | 161 |
|
|
2021
Q4 | $827K | Buy |
2,821
+19
| +0.7% | +$5.73K | 0.08% | 149 |
|
|
2021
Q3 | $823K | Hold |
2,802
| – | – | 0.08% | 153 |
|
|
2021
Q2 | $873K | Hold |
2,802
| – | – | 0.09% | 145 |
|
|
2021
Q1 | $843K | Buy |
2,802
+1
| +0% | +$310 | 0.09% | 139 |
|
|
2020
Q4 | $803K | Buy |
2,801
+603
| +27% | +$154K | 0.1% | 139 |
|
|
2020
Q3 | $487K | Buy |
2,198
+711
| +48% | +$156K | 0.07% | 165 |
|
|
2020
Q2 | $308K | Buy |
+1,487
| New | +$278K | 0.05% | 177 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$43K | – | 400 |
|
|
2018
Q3 | $43K | Buy |
+200
| New | +$42.6K | 0.01% | 336 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$38K | – | 390 |
|
|
2018
Q1 | $38K | Hold |
200
| – | – | 0.01% | 359 |
|
|
2017
Q4 | $37K | Sell |
200
-1,079
| -84% | -$197K | 0.01% | 359 |
|
|
2017
Q3 | $229K | Hold |
1,279
| – | – | 0.06% | 155 |
|
|
2017
Q2 | $216K | Sell |
1,279
-39
| -3% | -$6.42K | 0.06% | 136 |
|
|
2017
Q1 | $203K | Hold |
1,318
| – | – | 0.06% | 126 |
|
|
2016
Q4 | $203K | Sell |
1,318
-98
| -7% | -$14.6K | 0.06% | 126 |
|
|
2016
Q3 | $211K | Buy |
1,416
+860
| +155% | +$125K | 0.07% | 117 |
|
|
2016
Q2 | $76K | Buy |
556
+258
| +87% | +$34.8K | 0.03% | 242 |
|
|
2016
Q1 | $39K | Buy |
+298
| New | +$37.2K | 0.02% | 297 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$27K | – | 515 |
|
|
2015
Q3 | $27K | Buy |
+200
| New | +$29.6K | 0.01% | 272 |
|
Other funds holding IWO
CK
Krilogy Financial's IWO Position: Q3 2026 in Review
Krilogy Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 14% in Q3 2026, selling an estimated $258K and leaving 4,268 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #315.
Krilogy Financial first reported a position in IWO in Q3 2015 and has held it in 28 quarters since. The position peaked at $1.95M in Q2 2026. 851 funds tracked by Wall St. Rank hold IWO as of Q3 2026.
- Krilogy Financial held 4,268 shares of iShares Russell 2000 Growth ETF worth $1.51M as of Q3 2026.
- Krilogy Financial sold 683 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $258K.
- iShares Russell 2000 Growth ETF made up 0.04% of Krilogy Financial's portfolio in Q3 2026, its #315 holding.
- Krilogy Financial first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and has held it in 28 quarters since.
- Krilogy Financial's iShares Russell 2000 Growth ETF position peaked at $1.95M in Q2 2026.
- 851 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.
Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.